BA
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Boston Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Boston Advisors’s Portfolio XBI Stock Details XBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,586
Closed -$344K – 674
2018
Q3 		$344K Sell
3,586
-20
-0.6% -$1.94K 0.01% 536
2018
Q2 		$343K Sell
3,606
-80
-2% -$7.35K 0.01% 559
2018
Q1 		$323K Buy
3,686
+119
+3% +$10.9K 0.01% 552
2017
Q4 		$303K Sell
3,567
-474
-12% -$39.7K 0.01% 568
2017
Q3 		$350K Buy
4,041
+1,285
+47% +$103K 0.01% 558
2017
Q2 		$213K Buy
+2,756
New +$195K ﹤0.01% 625

Other funds holding XBI

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return